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USBasic Materials

USA Rare Earth, Inc. (USAR)

US · Basic Materials · Other Industrial Metals & Mining

$15.63+3.51%
Last close · 2026-09-17

Latest quarter · ended 2026-06-30

Revenue
$5.8M
Net profit
$-10.3M
EPS
$-0.15
EPS estimate
$-0.07
Net margin
-177.5%

EPS came in at -0.15 against a street estimate of -0.07 — a miss of 114.3%.

Key statistics

Market cap
$3.81B
Forward P/E
32.8
P/B
1.50
Book value
$8.62
EPS (TTM)
$-2.69
52-week high
$43.98
52-week low
$11.45
50-day MA
$17.34
200-day MA
$19.30
Beta
2.61

Analyst view

Analysts rate USA Rare Earth, Inc. a strong buy (3 buy, 0 hold, 0 sell out of 3) with an average price target of $35.56.

Shareholding

Insiders
9.14%
Institutions
37.89%

Largest institutional holders

FundStake
Alyeska Investment Group, L.P.6.67%
BlackRock Inc5.67%
State Street Corp4.85%
Vanguard Capital Management, LLC3.36%
Bayshore Capital Advisors, LLC1.79%
Geode Capital Management, LLC1.74%
Hood River Capital Management LLC1.71%
UBS Group AG1.56%

Recent filings & reports

DocumentDate
Company announcement · Q3 2026
USA RARE EARTH, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Company: USA Rare Earth, Inc. • Ticker: USAR (traded on Nasdaq) • Report Date: September 1
2026-09-15
Material agreement · Q3 2026
USA RARE EARTH, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Merger Consideration Total: $426,849,307 – comprises $300,000,000 cash and 126,849,307 US
2026-09-04
Shareholder vote results · Q3 2026
USA RARE EARTH, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Merger share issuance approved: 126,849,307 new common shares authorized to be issued • V
2026-08-31
Company announcement · Q3 2026
USA RARE EARTH, INC. — FORM 8-K SUMMARY HEADLINE NUMBERS • U.S. Government funding to Counterparty (special purpose vehicle): $750 million — investe
2026-08-24
Quarterly report · Q2 2026
USA RARE EARTH, INC. – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Cash position: $1.53 billion as of June 30, 2026 (up from $359.9 million at December
2026-08-10
Results announced · Q3 2026
USA RARE EARTH Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Cash balance as of June 30, 2026: $1.53 billion (up from $359.9 million at year-end 2025)
2026-08-10
Quarterly report · Q1 2026
USA RARE EARTH, INC. – Q1 2026 FORM 10-Q SUMMARY HEADLINE NUMBERS • Cash and cash equivalents: $1,749,644 thousand (March 31, 2026) vs. $359,925 tho
2026-05-14
Proxy statement · Q2 2026
USA RARE EARTH, INC. — 2026 PROXY STATEMENT SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Election of Six Directors — Vote to elect Michael
2026-04-23

Readable in the app.

Deals & corporate news

AnnouncementDate
Merger of SVRE Holdings with subsidiary of USA Rare Earth announced
USA Rare Earth, Inc. (USAR) announced a merger with SVRE Holdings Ltd., effective April 19, 2026. This 8-K filing primarily consists of risk factor disclosures rather than operational achiev
2026-09-15
Amendment to merger agreement clarifying transaction terms and closing matters
USA Rare Earth is modifying its merger agreement to acquire SVRE Holdings Ltd. (a rare earth company). This is the second amendment to their April 2026 merger deal, dated September 3, 2026.
2026-09-04
Stockholders approve merger with Serra Verde Rare Earths Ltd.
USA Rare Earth, Inc. held a special stockholder meeting on August 28, 2026 to vote on a merger with Serra Verde Rare Earths Ltd. (a British Virgin Islands company). Stockholders approved two
2026-08-31
Completion of $1.55B capitalization for Serra Verde acquisition SPV
USA Rare Earth (USAR) announced completion of a $1.55 billion funding package for a special purpose vehicle (SPV) that will purchase rare earth materials from Serra Verde mine in Brazil. Key
2026-08-24
Completed merger acquisition of Texas Mineral Resources Corp
USA Rare Earth, Inc. (USAR) completed its acquisition of Texas Mineral Resources Corp. (TMRC) on August 7, 2026. The deal was announced on March 4, 2026, and involved a two-step merger proce
2026-08-07

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Data updated 2026-09-18.